
The AI Spend-A-Palooza 2/5/26
Halftime Report
00:00
Hyperscaler capex and investor skepticism
Scott and Bryn debate massive hyperscaler capex for AI and whether markets demand visible near-term returns.
Play episode from 04:30
Transcript

Scott and Bryn debate massive hyperscaler capex for AI and whether markets demand visible near-term returns.